Warranties and Maintenance Contracts - Billing Clients via Diarised Charges
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Once you have created the warranty, you can link it to a Diarised Charge to bill your clients and pay the contractor.
- Navigate to the Developments tab and locate your development using the search filters.
- Highlight it in the grid and double-click to open.
- Select the Diarised Charges tab.
- Follow the steps in Setting Up and Managing Diarised Charges to create a new Diarised Charge.
- You will need to select a warranty to link to from the Assigned Warranty dropdown.
This dropdown shows all available warranties, not just those for the development you are on.
- Once you have saved the Diarised Charge, it will be available to be processed on the Diarised Charges tab in PL Global Actions, based on the Charge Date Code and Next Charge date you selected.
- Diarised Charges linked to warranties will need to be approved before they can be processed.
- Select the Diarised Charges for Warranty tab in the PL Global Actions screen. Here, you can review all Diarised Charges linked to a warranty to ensure the inspection has been completed before you bill your clients.
- To approve a charge, select the tick box in the far left column and then click Approve Selected.
- If you approve a Diarised Charge in error, select the tick box again and click Cancel Approval for Selected.
- Once approved, process the charges following the steps in Processing Diarised Charges.
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